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Benson Associates, LLC

5335 SW Meadows Road, Ste 290
Lake Oswego, Oregon 97035
United States
 
Contact :      null
Phone :       503.916.4057
Fax :             503-916-8170
Email :         cscheffler@benson-associates.com
Web :           http://www.benson-associates.com

Benson Associates, LLC Information

Type of organization :
Total Assets Managed ($Mil) : $1,403
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1997
Wrap Programs Offered? : No
# of Accounts Managed : 105
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Benson Associates, LLC History

The Strategy was implimented at a previous firm in 1984 by Dale Benson. On August 1, 1997 the Benson Associate co-founders, Dale Benson and Mark Cooper, spun-off from the previous firm and formed Benson Associates, LLC. Benson Associates, LLC began directly managing tax exempt assets on August 1, 1997. The firm filed with the SEC on July 9, 1997, file number: 801-54687

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Benson Associates, LLC Personnel

Benson Associates, LLC Product Name

Report Created: July,16 2018.  Copyright Money Manager Review , All rights Reserved.
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